401(k) · DOL Form 5500 · 2023

Concord, USA, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
288
Participants Below avg headcount
70th
Percentile by assets National rank
$60,226
Avg per participant Low balance/head
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Official DOL plan name: Concord, USA, LLC 401(k) Plan · Sponsored by Concord, USA, LLC · Minnesota · Professional & Technical Services

$17M in assets, 288 participants

Concord, USA, LLC's Concord, USA, LLC 401(k) Plan reported $17M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 70th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,126 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Concord, USA, LLC 401(k) Plan covers 288 participants in Minnesota, about 26% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.

#14,126
in Professional & Technical Services (20,321 peers)
+90.9%
assets growth YoY

Concord, USA, LLC 401(k) Plan's outsized position by total assets

Concord, USA, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,345,074 Top 30% higher than 70% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Concord, USA, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concord, USA, LLC 401(k) Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concord, USA, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Concord, USA, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Concord, USA, LLC 401(k) Plan reported participants rose from 172 in the plan year 2022 filing to 288 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 562334885 · Concord, USA, LLC PY 2023 · 401(k)

Concord, USA, LLC 401(k) Plan · $17M · 288 · 70th

  • ASSETS $17M
  • PCT 288
  • EIN 70th
  • RANK 401(k)
  • PHOTO near The Mohawk Fine Papers Inc. 401(k) Savings Plan for Members of the United Steelworkers Union, Local 390
  • IND ind #14126

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Minnesota →

Concord, USA, LLC 401(k) Plan in the asset neighbourhood

Concord, USA, LLC 401(k) Plan$17MThe Groden Center, Inc. 401(k) Profit Sharing PlanThe Groden Center, Inc. 401(…$17MCrenshaw Lumber Co., Inc. Profit Sharing PlanCrenshaw Lumber Co., Inc. Pr…$17MThe Mohawk Fine Papers Inc. 401(k) Savings Plan for Members of the United Steelworkers Union, Local 390The Mohawk Fine Papers Inc. …$17MKiva Microfunds 401(k) Ps Plan and TrustKiva Microfunds 401(k) Ps Pl…$17M
End-of-year total assets ($M) among Concord, USA, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN562334885
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concord, USA, LLC)

Sponsor-wide plan assets over time

All Concord, USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 107.50290157615994% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.09M $18.9M ▲ +107.5%
Year Plans Participants Total Assets
2022 1 172 $9M
2023 1 288 $17M
2024 1 316 $19M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Concord, USA, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Concord, USA, LLC 401(k) Plan, Total assets ($B): 0.017345074 · Participants: 288Concord, USA, LLC 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Concord, USA, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Concord, USA, LLC 401(k) Plan side-by-side with 3 peers →

Concord, USA, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Mohawk Fine Papers Inc. 401(k) Savings Plan for Members of the United Steelworkers Union, Local 390 in NY ($17M); by covered participants it is Accord Health Service, Inc. 401(k) Plan in PA (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Concord, USA, LLC 401(k) Plan assets move in 2023? ▼
Concord, USA, LLC 401(k) Plan surged - up 90.9% during 2023, from $9M to $17M. Reported net income was $3M.
How have Concord, USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord, USA, LLC's sponsor-wide assets grew 107.5%, from $9M to $19M.
Which 401(k) plans are similar in size to Concord, USA, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mohawk Fine Papers Inc. 401(k) Savings Plan for Members of the United Steelworkers Union, Local 390 in NY ($17M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Concord, USA, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accord Health Service, Inc. 401(k) Plan in PA (288 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562334885.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.